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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,332 | $202,326+3.5% | $172,745+21.2% | $152,870+36.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.08% | 1029.72%-1011.6pp | 802.90%-784.8pp | 345.34%-327.3pp |
| Employer contribution / active EE | $5,922 | $5,858+1.1% | $5,144+15.1% | $4,763+24.3% |
| Participant deferral / active EE | $9,307 | $5,948+56.5% | $5,197+79.1% | $5,850+59.1% |
| Admin fee / account holder | $89 | $17,110-99.5% | $13,954-99.4% | $11,597-99.2% |